Filed October 17, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,917 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,750 | $101,539+6.1% | $147,041-26.7% | $74,400+44.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.26% | 8740.84%-8724.6pp | 419.21%-403.0pp | 1367.51%-1351.3pp |
| Employer contribution / active EE | $5,487 | $3,811+44.0% | $4,935+11.2% | $2,624+109.1% |
| Participant deferral / active EE | $8,560 | $7,304+17.2% | $8,071+6.1% | $4,348+96.9% |
| Admin fee / account holder | $18 | $1,749-99.0% | $13,006-99.9% | $1,944-99.1% |